NAAA

New Age Alpha Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 19.7%
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
+$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$49.6M
3
+$46.2M
4
AMZN icon
Amazon
AMZN
+$30.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$28.7M

Top Sells

1
+$13.1M
2
+$3.69M
3
+$3.08M
4
STLA icon
Stellantis
STLA
+$2.09M
5
MU icon
Micron Technology
MU
+$2.07M

Sector Composition

1 Technology 20.4%
2 Real Estate 14.84%
3 Financials 13.59%
4 Consumer Discretionary 11.16%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$423K 0.02%
+10,789
552
$422K 0.02%
+7,339
553
$420K 0.02%
+5,881
554
$419K 0.02%
+51,490
555
$417K 0.02%
+19,483
556
$414K 0.02%
+4,281
557
$413K 0.02%
+11,459
558
$412K 0.02%
+10,800
559
$412K 0.02%
+6,574
560
$408K 0.02%
+17,831
561
$405K 0.02%
+12,938
562
$402K 0.02%
+6,265
563
$397K 0.02%
+28,669
564
$396K 0.02%
+6,120
565
$387K 0.02%
+2,103
566
$386K 0.02%
+6,233
567
$385K 0.02%
+42,738
568
$382K 0.02%
+2,624
569
$377K 0.02%
+2,666
570
$374K 0.02%
+15,469
571
$371K 0.02%
+3,873
572
$365K 0.01%
+1,883
573
$364K 0.01%
+6,706
574
$363K 0.01%
+1,939
575
$354K 0.01%
+1,671
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